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World Investment Advisors’s Essex Property Trust ESS Stock Holding History

World Investment Advisors’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,956
Closed -$524K – 1493
2025
Q3 		$524K Sell
1,956
-149
-7% -$40.3K 0.01% 763
2025
Q2 		$597K Buy
2,105
+150
+8% +$42.1K 0.01% 673
2025
Q1 		$599K Buy
1,955
+178
+10% +$52K 0.02% 642
2024
Q4 		$507K Sell
1,777
-171
-9% -$50.5K 0.01% 664
2024
Q3 		$575K Buy
+1,948
New +$565K 0.02% 555

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

World Investment Advisors's ESS Position: Q4 2025 in Review

World Investment Advisors sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 1,956 shares — an estimated $524K sold.

World Investment Advisors first reported a position in ESS in Q3 2024 and held it in 5 quarters. The position peaked at $599K in Q1 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • World Investment Advisors reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 1,956 Essex Property Trust shares in Q4 2025, an estimated $524K.
  • World Investment Advisors first reported a position in Essex Property Trust in Q3 2024 and held it in 5 quarters.
  • World Investment Advisors's Essex Property Trust position peaked at $599K in Q1 2025.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.